Simler Batcheler, financial advisor Allison Park PA
96 score

Simler Batcheler

CRD Number: 1171511
Current Firm: Trustmont Advisory Group, Inc.

Simler Batcheler (CRD# 1171511) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Allison Park, PA and has over 30 years of experience in the finance industry. Simler Batcheler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Trustmont Financial Group, Inc. Greensburg, PA Mar 2012 - Current 4
Trustmont Advisory Group, Inc. Greensburg, PA Mar 2012 - Current 4
Lincoln Financial Securities Corporation Glenshaw, PA Jul 2008 - Mar 2012 3
Jefferson Pilot Securities Corp Concord, NH Sep 1997 - Jul 2008 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination May 1996
Contact Info for Simler C. Batcheler
Phone Number: 724-468-5665
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    439
    MILLIONS
  • Total Number of Accounts
    4,300
    ACCOUNTS
  • Average Account Value
    $102,093
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, CT, FL, IL, IN, MA, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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